Brooke Myers is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets and TD Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct financial planning and corporate financial planning agreements.

Ashley Mikhail is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining MassMutual, she worked at Northwestern Mutual in various capacities from 2023 to 2025 and spent eight years at CarMax. Outside of her advisory role, she owns and operates a daycare franchise, KK’s Early Impressions LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual collaborative relationships using firm-approved tools and analyses.

Donna Ridley is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Beth Rosenwald is a financial advisor at RBC Capital Markets with 37 years of industry experience. She has worked at RBC Capital Markets since 2008 and previously spent eight years at City National Bank. Rosenwald serves on the board of directors for Ronald McDonald House Charities of Baltimore and the Baltimore Leadership School for Young Women, and she is a committee member of United Way's Women's United in Central Maryland. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through in-house and third-party managers, with access to capital markets and affiliated asset management capabilities.

John Charlton is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 license and has worked previously at Lincoln Financial Advisors Corporation, Fidelity Investments, Equitable Advisors, and AXA Advisors LLC. Outside of his advisory role, he is employed as a Planning Analyst with Maller Wealth Advisors. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Thomas Finney is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in balance sheet management for businesses, families, and individuals. He has over 40 years of experience in wealth management, providing expertise in investment management, trust and estate planning services, liquidity strategies, banking, lending through Bank of America, and philanthropy. Mr. Finney's professional background includes senior roles at US Trust in Baltimore, Wilmington Trust, and SunTrust Bank. He holds a Bachelor's degree from Ohio Wesleyan University and a Master's degree from Johns Hopkins University. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Thomas is involved with Goodwill Industries of the Chesapeake and Greater Baltimore Medical Center. His personal interests include biking, boating, dancing, skiing, spending time with family, and tennis.

Chris Schiesser is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also owns an LLC used for payroll purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines various investment and insurance products.

Scott Shotto is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007. Outside of his advisory role, he serves as the volunteer chairman of The Citadel in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Christopher Davis is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 10 years at F.N.B. Investment Advisors, Inc. outside of his current role beginning in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

James Allotey is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 66 license, with 30 years of industry experience. He worked at Metlife Securities Inc. for 21 years before joining Mass Mutual and has been with Mass Mutual Investors Services since 2017. Outside of advising, he maintains a role as a life insurance, health, and fixed annuity agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Anthony Braglio is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, with prior roles at Thrivent Financial, Paramount Management Group, and B&B Financial Services, which he founded and continues to consult for. Outside of advisory work, he owns BF Smokehouse, a BBQ restaurant and country market, and serves on the board of a youth football and cheer program. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset managers through an integrated advisory and brokerage platform.

Shawn Lemko is a financial advisor at UBS Financial Services in Hunt Valley, MD, holding a Series 66 designation with 23 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Adam Doubet is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for eight years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

William Boykin IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with clients and families to organize, educate, advise, and execute through a disciplined process all aspects of their financial affairs to help them achieve their goals and live their lives. His practice focuses on providing solutions for affluent individuals who have complex professional and personal lives, addressing their business interests, family, community, health, and leisure priorities. His areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He coordinates the execution of all aspects of clients' financial lives, emphasizing trust, quality advice, transparency, and strong advocacy. Mr. Boykin holds a Bachelor's degree from Cornell University and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He is involved with the One Love Foundation and communicates professionally in English and Japanese. His personal interests include boating, fishing, football, golfing, hunting, skiing, and traveling.

John Mclaughlin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joann Stout is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Katrina Warkoczewski is a Series 66-licensed financial advisor with Merrill in Hunt Valley, MD, and has nine years of industry experience. She has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brian O'Neil is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1979. He manages individual portfolios by formulating risk-managed asset allocations focused on a select number of investments. Brian works collaboratively with clients’ attorneys and CPAs to align portfolios with estate planning goals and strategies for tax minimization. He serves a diverse client base including corporate executives, entrepreneurs, physicians, attorneys, retirees, and multiple generations across 15 states. Brian holds a Bachelor's degree in Business Administration from Loyola College in Maryland and carries the Personal Investment Advisor (PIA) designation. His areas of expertise include portfolio management, family wealth management strategies, international wealth management, liquidity management, philanthropic planning, tax minimization, and retirement income planning. In addition to his professional work, Brian serves on the Board of Trustees for The Boys' Latin School of Maryland. He lives in Ruxton, MD, with his wife Ann and is active in his community.

Jeffrey Motsco is a CFP® professional with 33 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Motsco Financial And Insurance, for 30 years. He serves as treasurer of the Columbia Business Exchange, a networking group, and is president of the Linden Grove Homeowners Association. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Stephen Goldstein is a CFP® with 32 years of industry experience, currently with RBC Capital Markets since 2025. He previously worked at Janney Montgomery Scott for 16 years. He serves as a committee member on the board of the Chizuk Amuno Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.